Sodexo S.A.

Informe acción ENXTPA:SW

Capitalización de mercado: €6.9b

Sodexo Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Sodexo ha aumentado sus beneficios a una tasa media anual de 28.2%, mientras que los beneficios de la industria de Hospitality han experimentado un crecimiento de 41% anual. Los ingresos han ido creciendo a una tasa media de 7.4% al año. La rentabilidad financiera de Sodexo es de 12.6%, y sus márgenes netos son de 1.9%.

Información clave

28.18%

Tasa de crecimiento de los beneficios

28.21%

Tasa de crecimiento del BPA

Crecimiento de la industria Hospitality 10.86%
Tasa de crecimiento de los ingresos7.43%
Rentabilidad financiera12.58%
Margen neto1.90%
Próxima actualización de resultados23 Oct 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis Apr 18

There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings

The most recent earnings report from Sodexo S.A. ( EPA:SW ) was disappointing for shareholders. However, our analysis...

Recent updates

Actualización de narrativa May 21

SW: Rebased Expectations Will Highlight Contract Wins And Margin Execution Potential

Analysts have made slight adjustments to the blended price target on Sodexo, with recent moves such as Citi lifting its target to €49. This comes alongside a cluster of reductions from other banks, generally reflecting updated views on revenue growth, margins and appropriate future P/E levels.
Actualización de narrativa May 01

SW: Rebased Market Expectations Will Highlight Execution And Cash Generation Potential

The analyst price target for Sodexo has shifted from €65.50 to €50.00. This change is broadly in line with recent cuts from several banks as analysts recalibrate their assumptions on growth, margins and future P/E multiples.
Artículo de análisis Apr 18

There May Be Reason For Hope In Sodexo's (EPA:SW) Disappointing Earnings

The most recent earnings report from Sodexo S.A. ( EPA:SW ) was disappointing for shareholders. However, our analysis...
Actualización de narrativa Apr 16

SW: Future Dividend Support Will Likely Reflect Mixed Execution And Repriced Earnings Risk

Analysts have trimmed the Sodexo fair value estimate by about €0.80 to €38.50, reflecting recent price target cuts across the Street and updated assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Street research has recently tilted more cautious on Sodexo, with several bearish analysts trimming price targets and revisiting their assumptions for growth and execution.
Actualización de narrativa Apr 02

SW: Future Dividend Support Will Likely Be Limited By Execution And Valuation Risks

The updated analyst price target for Sodexo moves slightly higher to about €39.29 from €39.00, reflecting analysts' adjusted views on growth, margins and P/E assumptions following a series of mixed price target revisions, including a recent upgrade at Jefferies alongside several target cuts from other banks. Analyst Commentary Recent research signals a split view on Sodexo, with one fresh upgrade set against a cluster of earlier, more cautious revisions that focus on valuation, execution and growth risks.
Actualización de narrativa Mar 18

SW: Discount Rate Reset And Dividend Will Support Future Cash Flow Resilience

The analyst price target for Sodexo has been trimmed slightly to €51.15 from €51.39 as analysts factor in a modestly higher discount rate, small adjustments to revenue growth and profit margin assumptions, and a cluster of recent price target cuts across the Street into the €45 to €57 range. Analyst Commentary Recent research has clustered Sodexo's price targets in a relatively tight band, with several trims over the past few months and ratings generally sitting in the middle of the range rather than at clear Buy or Sell extremes.
Actualización de narrativa Mar 04

SW: Future Dividend Support Will Likely Be Constrained By Execution Risks

We trim our Sodexo analyst price target by €1 to align with a series of recent reductions from €45 to €51 by major banks, as analysts factor in updated assumptions on discount rates, modest revenue growth expectations, and slightly softer margin forecasts. Analyst Commentary Recent Street research shows a clear tilt toward more cautious positioning on Sodexo, with several price targets adjusted lower and one downgrade in the mix.
Actualización de narrativa Feb 18

SW: Trimmed Outlook And Dividend Will Shape Future Cash Flow Resilience

The analyst fair value estimate for Sodexo has been trimmed by about €0.18 per share, following a series of price target cuts from around €52 to a range of roughly €45 to €51 as analysts factor in slightly lower long term growth and profitability expectations and modestly adjust discount rates. Analyst Commentary Recent research updates on Sodexo point to a more cautious stance, with several firms trimming price targets and, in one case, lowering the rating.
Actualización de narrativa Feb 04

SW: Higher Discount Rate And Dividend Support Ongoing Cash Flow Resilience

Analysts have trimmed their price expectations for Sodexo. Our updated fair value estimate has moved from €54.44 to €51.56, reflecting recent target cuts and more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples.
Actualización de narrativa Jan 21

SW: Reset Expectations Will Balance Dividend Support And Execution Risks

We are trimming our Sodexo fair value estimate from €51.35 to €39.00 as analysts broadly reset price targets, with several recent updates citing more cautious assumptions on growth, profitability and valuation multiples. Analyst Commentary Recent Street research on Sodexo has turned more cautious, with several bearish analysts trimming price targets and, in one case, cutting the rating.
Actualización de narrativa Jan 06

SW: Higher Discount Rate Will Still Support Cash Flow Resilience

Analysts have trimmed their price target on Sodexo to €58 from €63, citing updated views that are reflected in a slightly higher discount rate and marginally adjusted long term P/E assumptions in their models. Analyst Commentary Analysts are taking a more cautious stance on Sodexo after the latest price target move to €58 from €63, with the update mainly driven by a higher discount rate and adjusted long term P/E assumptions rather than any single new datapoint on the business.
Actualización de narrativa Dec 23

SW: Reset Expectations May Allow Upside From Efficiency Gains And Cash Flow Resilience

Analysts have lowered their price target on Sodexo from EUR 87.17 to EUR 65.50, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and a reduced future P/E multiple that aligns with recent downward revisions in Street targets. Analyst Commentary Recent Street commentary reflects a more cautious stance on Sodexo's valuation, but bullish analysts still highlight several supportive factors for the medium term.
Artículo de análisis Dec 17

Sodexo (EPA:SW) Has Announced That It Will Be Increasing Its Dividend To €2.70

Sodexo S.A. ( EPA:SW ) has announced that it will be increasing its dividend from last year's comparable payment on the...
Actualización de narrativa Dec 09

SW: Future CEO And Recurring Contracts Will Support Cash Flow Resilience

Analysts have modestly reduced their price target on Sodexo, trimming fair value expectations from approximately EUR 58 to EUR 54. This adjustment reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, as also evidenced by recent Street research.
Actualización de narrativa Nov 25

SW: Future CEO Appointment And Revenue Stability Will Support Improved Market Sentiment

Sodexo's analyst price target has been revised downward by approximately €1.25. Analysts cite slightly softer profit margins and a higher discount rate, even though revenue growth projections remain steady.
Artículo de análisis Nov 20

Sodexo's (EPA:SW) Upcoming Dividend Will Be Larger Than Last Year's

Sodexo S.A.'s ( EPA:SW ) dividend will be increasing from last year's payment of the same period to €2.70 on 23rd of...
Actualización de narrativa Nov 05

SW: Future Leadership Transition and Expanding Contracts Will Drive Improved Sentiment

Analysts have revised Sodexo's average price target downward, decreasing it by approximately EUR 5 to EUR 59. This reflects a more cautious outlook based on updated profitability and growth expectations.
Artículo de análisis Nov 03

Sodexo's (EPA:SW) Dividend Will Be Increased To €2.70

The board of Sodexo S.A. ( EPA:SW ) has announced that it will be paying its dividend of €2.70 on the 23rd of December...
Actualización de narrativa Oct 22

Analyst Commentary Highlights Adjusted Outlook for Sodexo Amid Leadership Change and Renewed Contracts

The analyst consensus price target for Sodexo has been lowered by EUR 2 to EUR 59. This change reflects slightly reduced expectations for revenue growth and profit margins, according to recent analyst updates.
Actualización de narrativa Oct 08

North American Education And Healthcare Deals Will Drive Future Success

Analysts have slightly reduced their price target for Sodexo from €61 to €59, citing minor adjustments in fair value and outlook metrics. Analyst Commentary Recent analysis reflects a nuanced view of Sodexo’s prospects, with opinions split between optimism regarding the company’s fundamentals and caution linked to valuation and execution risks.
Actualización de narrativa Sep 02

North American Education And Healthcare Deals Will Drive Future Success

Analysts have modestly reduced Sodexo’s price target to €66.78, citing concerns over slower margin improvement, uncertainty around client retention and new business wins, and persistent macroeconomic headwinds. Analyst Commentary Bearish analysts are reducing price targets, citing concerns around Sodexo’s near-term growth outlook.
Artículo de análisis Aug 14

Sodexo S.A.'s (EPA:SW) Business And Shares Still Trailing The Market

ENXTPA:SW 1 Year Share Price vs Fair Value Explore Sodexo's Fair Values from the Community and select yours When close...
Artículo de análisis Jun 17

Does Sodexo (EPA:SW) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nueva narrativa Nov 12

Critical Growth In Food And FM Services Boosts Potential Amid Expansion Challenges

Strategic acquisitions and a focused operational pivot are set to boost Sodexo's revenue growth and improve margins.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Sodexo. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

ENXTPA:SW Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
28 Feb 2623,6164491,6800
30 Nov 2523,8455721,6920
31 Aug 2524,0746951,7030
31 May 2524,1236861,7290
28 Feb 2524,1726761,7550
30 Nov 2423,9857071,7490
31 Aug 2423,7987381,7430
31 May 2423,4787281,7460
29 Feb 2423,1577171,7480
30 Nov 2322,8976391,7500
31 Aug 2322,6375601,7510
28 Feb 2321,5825161,5830
30 Nov 2220,9235151,6170
31 Aug 2220,2635141,6500
31 May 2220,1105691,9280
28 Feb 2219,0954431,8680
30 Nov 2118,2622911,8600
31 Aug 2117,4281391,8520
31 May 2116,826-2601,8210
28 Feb 2116,224-6601,7890
30 Nov 2017,773-4871,8540
31 Aug 2019,321-3151,9180
31 May 2020,9611821,9940
29 Feb 2022,6016792,0700
30 Nov 1922,2786722,0380
31 Aug 1921,9546652,0060
31 May 1921,5576541,9960
28 Feb 1921,1596431,9860
30 Nov 1820,7836471,9780
31 Aug 1820,4076511,9700
31 May 1820,3826991,9450
28 Feb 1820,3577471,9190
30 Nov 1720,5287351,9200
31 Aug 1720,6987231,9200
31 May 1720,4916751,9440
28 Feb 1720,2836261,9680
30 Nov 1620,2646321,9870
31 Aug 1620,2456372,0060
31 May 1620,3636772,0250
29 Feb 1620,4807162,0440
30 Nov 1520,1487082,0160
31 Aug 1519,8157001,9870

Ingresos de calidad: SW tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(1.9%) de SW son inferiores a los del año pasado (2.8%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: SW ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 28.2% al año.

Acelerando crecimiento: SW ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: SW tuvo un crecimiento negativo de los beneficios (-33.6%) durante el año pasado, lo que dificulta la comparación con la media de la industria Hospitality (2%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de SW (12.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/01 08:54
Precio de las acciones al final del día2026/05/29 00:00
Beneficios2026/02/28
Ingresos anuales2025/08/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Sodexo S.A. está cubierta por 26 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Pravin GondhaleBarclays
Stuart GordonBerenberg
Jack CummingsBerenberg